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5 results found

  1. Can you please change the way you tab through field groups.

    1 vote

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    Open  ·  0 comments  ·  Product Ideas » Ease of Use  ·  Admin →
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    Robert Carroll shared this idea  · 

  2. Multiple Owners, need a primary and secondary owner

    2 votes

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    Open  ·  0 comments  ·  Product Ideas » Users  ·  Admin →
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    Robert Carroll shared this idea  · 

  3. Do not automatically associate activities created under a company to a person in the company

    8 votes

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    Open  ·  0 comments  ·  Product Ideas » Activities  ·  Admin →
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    Robert Carroll supported this idea  · 

  4. It would be nice to click on all the emails we wish to ignore in the email function and have a mass delete of those. Right now, in order t

    6 votes

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    Open  ·  1 comment  ·  Product Ideas » Email  ·  Admin →
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    Robert Carroll supported this idea  · 

  5. Add more automations options

    22 votes

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    Open  ·  9 comments  ·  Product Ideas » Automations and Workflows  ·  Admin →
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    Robert Carroll commented  · 

    Yes, please do this!

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    Robert Carroll commented  · 

    Please add the ability to automate tasks and notifications by Performance Lane. Different tasks and notifications are needed based on the product and service sold but we cannot build different notices based on the differentiation ability you have built into the system. I can do a report but not automate tasks and telling others what they need to do.

    Robert Carroll supported this idea  ·